Process Claim

Process goal

Context

Sometimes, a large team has to collaborate on high-volume task processing, such as assessing insurance claims.

Trigger

Form – an insured customer’s completed claim form.

Actions

This process illustrates how to handle large case volumes, by splitting the process into tasks that you can assign to different groups of people. Junior staff can handle most tasks and only assign hard tasks to a smaller group of senior staff.

In most cases, the top row of user tasks will process the claim. Only a few claims will require the Investigate high-value claim or Process complex claim tasks.